首席观市系列报告：今日三大指数回落，AI应用板块走强

Macroeconomic Data - In the first three quarters of 2024, cultural enterprises achieved operating income of 99,668 billion yuan, a year-on-year increase of 5.9%[2] - The cultural manufacturing industry generated 29,935 billion yuan, growing by 3.9% year-on-year[2] - The cultural service industry saw revenues of 53,077 billion yuan, with a growth rate of 7.6%, the highest among the three cultural sectors[2] - The share of cultural service industry revenue increased by 0.9 percentage points to 53.3% compared to the same period last year[2] Market Performance - Major indices fell: Shanghai Composite Index down 0.61%, CSI 300 down 0.90%, Shenzhen Component down 0.12%, ChiNext down 1.18%, and SSE 50 down 1.24%[3] - The computer, real estate, and building materials sectors led gains with increases of 1.63%, 1.44%, and 1.37% respectively[3] - The pharmaceutical, banking, and non-bank financial sectors experienced declines of -1.25%, -1.22%, and -1.04% respectively[3] - Total trading volume in the two markets reached 18,466 billion yuan[3] Upcoming Events - The 12th meeting of the 14th National People's Congress Standing Committee will be held from November 4 to 8, 2024, in Beijing, focusing on financial work reports and potential macroeconomic policies[4] - Key policies to watch include those aimed at expanding domestic demand and debt resolution[4] Risk Factors - Potential risks include lower-than-expected corporate earnings, increased volatility in overseas markets, and changes in monetary policy in developed economies[4]